3 Best Financial Services in Vaughan, ON

“Scott A. Olynick has been Edward Jones' financial advisor previously worked in operations and franchise management for several Fortune 500 companies. After 20 years in increasingly senior management roles, he discovered his passion for inspiring people to pursue their dreams, guiding them through their journeys to success, and celebrating their milestones and achievements. Serving as a financial advisor allows him to combine these skills with meticulous planning, rigorous discipline, and a careful process for achieving objectives. He helps clients prepare for retirement, save for education, and be tax-smart investors. Edward Jones develops personalized plans to balance immediate needs with long-term goals, focusing on quality investments to help clients reach their desired financial outcomes.”

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“Primerica Financial Services financial adviser Franco Greco. Primerica is a financial services company helping families become properly protected, debt-free, and financially independent. Their goal is to assist you in reaching your savings goals while providing the highest-quality client experience. They cater to everyone, from those just starting their investment journey to those already retired. Their wide range of products and programs offers an investment solution for every individual. Primerica begins by completing a customized and complimentary financial needs analysis to assess where you are financially and where you would like to be, creating a step-by-step plan to achieve your goals. Partnering with a Primerica financial expert ensures personalized financial guidance tailored to your needs and objectives.”

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“Penmore Financial Group Inc. is a boutique-based financial planner has built powerful partnerships based on service, value, and integrity, forging lasting relationships with over 2,500 clients across Canada and worldwide. Their specialists assist clients in realizing their health, wealth, and security goals, using their experience and knowledge to build custom solutions tailored to corporate and individual needs. Penmore advisors focus exclusively on their dedicated areas of expertise, including insurance, wealth management, employee benefits, and global benefits. They provide independent, unbiased advice through ongoing research and unparalleled access to international financial service providers. Penmore Financial Group Inc. employs a disciplined approach to servicing all client businesses, regardless of size and complexity.”

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